DaveManuel.com · Institutional Ownership · Who Owns It
BONDBLOXX ETF TRUST (XTEN)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
180
Reporting holders
$986.6M
Reported value
0.0%
Calls
0.0%
Puts
-6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | $188.5M | 4,136,120 | 1.83% | 9q | +108.2%+$98.0M |
| ENVESTNET ASSET MANAGEMENT INC | $117.2M | 2,571,729 | 0.03% | 8q | -14.4%-$19.7M |
| FIFTH THIRD BANCORP | $102.5M | 2,248,566 | 0.17% | 2q | +2097.6%+$97.8M |
| Gradient Investments LLC | $86.8M | 1,904,730 | 1.20% | 7q | +121.8%+$47.7M |
| OneDigital Investment Advisors LLC | $78.1M | 1,714,557 | 0.66% | 6q | +11.2%+$7.8M |
| JPMORGAN CHASE & CO | $57.1M | 1,242,877 | 0.00% | 6q | -25.2%-$19.2M |
| Northland Capital Management LLC | $26.9M | 590,565 | 14.51% | 2q | +4.3%+$1.1M |
| Virtue Capital Management, LLC | $21.5M | 470,885 | 2.87% | 2q | -21.9%-$6.0M |
| Arax Advisory Partners | $19.9M | 435,819 | 0.13% | 5q | +7.0%+$1.3M |
| Cerity Partners LLC | $16.4M | 360,740 | 0.02% | 2q | -31.3%-$7.5M |
| Horst & Graben Wealth Management LLC | $14.4M | 318,296 | 1.90% | 6q | -28.0%-$5.6M |
| Heck Capital Advisors, LLC | $10.9M | 239,985 | 0.65% | 11q | +7.2%+$733.8K |
| One Wealth Advisors, LLC | $10.2M | 223,600 | 1.13% | 6q | -38.4%-$6.3M |
| Mattson Financial Services, LLC | $9.9M | 219,983 | 2.07% | 6q | +136.9%+$5.7M |
| Cetera Investment Advisers | $9.7M | 213,495 | 0.01% | 7q | +34.0%+$2.5M |
| Vestmark Advisory Solutions, Inc. | $9.6M | 210,975 | 0.09% | 2q | -46.4%-$8.3M |
| AE Wealth Management LLC | $9.0M | 196,467 | 0.04% | 6q | -21.8%-$2.5M |
| FFG RETIREMENT ADVISORS LLC | $7.1M | 156,236 | 3.77% | 6q | HELD |
| DUTCH ASSET Corp | $7.0M | 153,386 | 3.48% | 3q | -15.9%-$1.3M |
| TSA Wealth Managment LLC | $6.6M | 144,708 | 1.87% | 6q | +23.0%+$1.2M |
| Brown Financial Advisors | $6.1M | 134,490 | 2.14% | 7q | +135.7%+$3.5M |
| Mayflower Financial Advisors, LLC | $5.9M | 129,712 | 0.51% | 6q | -18.1%-$1.3M |
| JT Stratford LLC | $5.8M | 127,842 | 0.64% | 3q | +16.3%+$818.3K |
| Empowered Funds, LLC | $5.2M | 115,461 | 0.03% | 5q | +22.3%+$956.1K |
| Daviman Financial, LLC | $4.3M | 95,132 | 2.39% | 3q | -40.0%-$2.9M |
| West Wealth Group, LLC | $4.3M | 94,137 | 0.70% | 6q | +9.0%+$355.3K |
| MML INVESTORS SERVICES, LLC | $4.3M | 93,350 | 0.01% | 6q | +21.9%+$764.6K |
| Ashton Thomas Private Wealth, LLC | $4.2M | 92,696 | 0.09% | 6q | -25.7%-$1.5M |
| WEALTH ALLIANCE, LLC | $4.2M | 92,035 | 0.35% | 3q | +109.0%+$2.2M |
| PFG Advisors | $3.8M | 83,523 | 0.19% | 6q | -30.9%-$1.7M |
| Paladin Wealth, LLC | $3.5M | 77,742 | 2.06% | 7q | +154.8%+$2.2M |
| Chatterton & Associates Inc. | $3.1M | 68,234 | 1.80% | 3q | -25.8%-$1.1M |
| Mutual Advisors, LLC | $3.0M | 66,011 | 0.06% | 5q | +1.7%+$48.9K |
| Tradition Wealth Management, LLC | $2.9M | 63,484 | 0.18% | 6q | -30.3%-$1.3M |
| EHRLICH FINANCIAL GROUP | $2.8M | 61,326 | 1.44% | 6q | +4.1%+$109.7K |
| Lifelong Wealth Advisors, Inc. | $2.7M | 58,350 | 0.62% | 6q | -17.4%-$559.1K |
| &PARTNERS | $2.6M | 58,030 | 0.01% | 2q | +35.3%+$690.5K |
| THEORY FINANCIAL LLC | $2.5M | 55,634 | 0.80% | 6q | -37.5%-$1.5M |
| Range Financial Group LLC | $2.5M | 54,961 | 0.68% | 6q | +4.8%+$114.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 53,048 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 50,791 | 0.00% | 6q | +84.1%+$1.0M |
| Maia Wealth LLC | $2.3M | 49,804 | 0.33% | 6q | -10.4%-$262.7K |
| Cypress Wealth Services, LLC | $2.2M | 49,229 | 0.28% | 6q | +13.3%+$263.4K |
| M1 Capital Management LLC | $2.2M | 47,829 | 0.81% | 6q | -18.5%-$494.7K |
| Redwood Investment Management, LLC | $2.2M | 47,307 | 0.21% | 5q | -36.1%-$1.2M |
| Tower Research Capital LLC (TRC) | $2.1M | 45,620 | 0.05% | 3q | +725.9%+$1.8M |
| Farther Finance Advisors, LLC | $2.1M | 45,357 | 0.02% | 7q | -24.9%-$684.1K |
| BANK OF AMERICA CORP /DE/ | $2.0M | 43,722 | 0.00% | 13q | -94.6%-$35.2M |
| Cassilly Financial Group LLC | $1.9M | 42,759 | 1.41% | 3q | -26.2%-$693.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9M | 41,358 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $1.9M | 40,674 | 0.06% | 6q | -31.7%-$860.9K |
| EP Wealth Advisors, LLC | $1.8M | 40,168 | 0.01% | 3q | -6.2%-$121.8K |
| Patriot Financial Group Insurance Agency, LLC | $1.8M | 39,271 | 0.18% | 6q | -59.4%-$2.6M |
| VERUS CAPITAL PARTNERS, LLC | $1.8M | 38,697 | 0.10% | 5q | -0.9%-$15.9K |
| WealthPoint Financial, LLC | $1.7M | 38,263 | 1.27% | 3q | -30.6%-$768.7K |
| WealthPLAN Partners, LLC | $1.7M | 36,537 | 0.32% | 6q | -37.5%-$998.4K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 34,592 | 0.00% | 5q | +66.0%+$626.8K |
| Gen-Wealth Partners Inc | $1.6M | 34,288 | 0.43% | 6q | -16.2%-$302.4K |
| Nemes Rush Group LLC | $1.5M | 33,814 | 0.13% | 7q | +11.7%+$160.9K |
| Focus Partners Advisor Solutions, LLC | $1.5M | 33,240 | 0.01% | 2q | HELD |
| OMNI 360 Wealth, Inc. | $1.5M | 33,240 | 0.70% | 5q | HELD |
| Hopwood Nicholas Hunter | $1.5M | 33,032 | 0.41% | 3q | -32.4%-$722.5K |
| Tempus Wealth Planning, LLC | $1.5M | 32,998 | 0.29% | 6q | -2.2%-$33.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.5M | 32,272 | 0.07% | 6q | +5.5%+$76.5K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 31,545 | 0.02% | 6q | -15.2%-$257.0K |
| Syntegra Private Wealth Group, LLC | $1.4M | 30,263 | 0.11% | 5q | -6.2%-$90.6K |
| CFS Investment Advisory Services, LLC | $1.4M | 30,370 | 0.09% | 6q | -59.1%-$2.0M |
| LPL Financial LLC | $1.3M | 28,853 | 0.00% | 6q | -43.7%-$1.0M |
| Smartleaf Asset Management LLC | $1.3M | 28,229 | 0.04% | 6q | HELD |
| CURTIS WEALTH MANAGEMENT LLC | $1.2M | 27,398 | 1.06% | 3q | -37.4%-$745.9K |
| Centurion Wealth Management LLC | $1.2M | 27,197 | 0.30% | 3q | +65.5%+$490.6K |
| Apeiron RIA LLC | $1.2M | 26,914 | 0.31% | 6q | -39.9%-$815.4K |
| Hobbs Wealth Management, LLC | $1.2M | 25,872 | 1.00% | 6q | -26.7%-$430.3K |
| XY Planning Network, Inc. | $1.2M | 25,845 | 0.15% | 3q | -30.7%-$522.7K |
| Strategic Blueprint, LLC | $1.2M | 25,442 | 0.06% | 6q | +2.1%+$24.2K |
| Kestra Advisory Services, LLC | $1.1M | 24,682 | 0.00% | 6q | -3.5%-$41.2K |
| NewEdge Advisors, LLC | $1.1M | 24,617 | 0.00% | 6q | -39.9%-$743.6K |
| OSAIC HOLDINGS, INC. | $1.1M | 24,466 | 0.00% | 6q | +231.7%+$779.0K |
| Marks Group Wealth Management, Inc | $1.1M | 24,184 | 0.10% | 2q | -34.6%-$583.1K |
| WealthTrak Capital Management LLC | $1.1M | 24,075 | 0.72% | 6q | -27.1%-$408.1K |
| B.O.S.S. Retirement Advisors, LLC | $1.0M | 23,025 | 0.28% | 5q | +11.7%+$110.3K |
| Avidian Wealth Enterprises, LLC | $1.0M | 22,363 | 0.03% | 6q | -28.4%-$405.3K |
| Clear Creek Financial Management, LLC | $1.0M | 22,243 | 0.07% | 6q | -6.1%-$65.5K |
| GatePass Capital, LLC | $1.0M | 22,041 | 0.38% | 3q | +11.5%+$104.0K |
| RDA Financial Network | $979.1K | 21,482 | 0.21% | 6q | -32.9%-$480.2K |
| Beacon Capital Management, LLC | $971.4K | 21,313 | 0.14% | new | NEW |
| Beacon Financial Advisory LLC | $968.9K | 21,258 | 0.19% | 6q | -19.0%-$227.6K |
| Sigma Planning Corp | $942.9K | 20,687 | 0.02% | new | NEW |
| MGO ONE SEVEN LLC | $940.8K | 20,640 | 0.02% | 6q | -18.1%-$207.5K |
| KICKSTAND VENTURES, LLC. | $940.5K | 20,634 | 0.17% | 6q | -49.9%-$936.0K |
| Merkkuri Wealth Advisors LLC | $938.4K | 20,587 | 0.58% | 6q | -36.6%-$542.3K |
| S&A Financial Services, Inc. | $923.2K | 20,255 | 0.56% | 2q | +19.4%+$149.7K |
| MSH Capital Advisors LLC | $895.2K | 19,641 | 0.16% | 5q | -3.3%-$30.1K |
| Balefire, LLC | $878.6K | 19,275 | 0.14% | new | NEW |
| SUTTON PLACE INVESTORS LLC | $797.7K | 17,502 | 0.39% | 6q | -34.8%-$424.9K |
| Latitude Advisors, LLC | $746.5K | 16,377 | 0.30% | 4q | +2.0%+$14.5K |
| Spectrum Planning & Advisory Services Inc. | $615.1K | 13,495 | 0.28% | 6q | -1.3%-$8.2K |
| Global Retirement Partners, LLC | $612.5K | 13,437 | 0.01% | 4q | -27.0%-$226.1K |
| Brookwood Investment Group LLC | $608.1K | 13,341 | 0.07% | 6q | -41.4%-$430.2K |
| M Holdings Securities, Inc. | $606.0K | 13,383 | 0.08% | 5q | +0.8%+$4.9K |
Showing the largest 100 of 180 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 72 | $364.0M | 8,587,309 | 14 | 30 | 24 | 0.0% |
| Q2 2026 | 180 | $986.6M | 21,642,800 | 17 | 53 | 97 | 0.0% |
| Q1 2026 | 186 | $896.6M | 19,556,044 | 31 | 103 | 37 | 0.0% |
| Q4 2025 | 171 | $754.8M | 16,326,805 | 20 | 66 | 62 | 0.0% |
| Q3 2025 | 148 | $712.4M | 15,273,564 | 15 | 102 | 25 | 0.0% |
| Q2 2025 | 150 | $599.4M | 12,987,548 | 45 | 44 | 56 | 0.0% |
| Q1 2025 | 115 | $572.3M | 12,290,131 | 89 | 15 | 7 | 0.0% |
| Q4 2024 | 33 | $241.6M | 5,389,224 | 19 | 8 | 3 | 0.0% |
| Q3 2024 | 14 | $223.8M | 4,622,766 | 6 | 5 | 1 | 0.0% |
| Q2 2024 | 11 | $187.6M | 4,084,023 | 4 | 4 | 2 | 0.0% |
| Q1 2024 | 11 | $123.2M | 2,636,661 | 3 | 4 | 3 | 0.0% |
| Q4 2023 | 9 | $63.3M | 1,325,568 | 4 | 3 | 1 | 0.0% |
| Q3 2023 | 6 | $38.2M | 859,477 | 3 | 2 | 0 | 0.0% |
| Q2 2023 | 4 | $20.5M | 425,693 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $21.3M | 429,400 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $20.5M | 429,753 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $20.0M | 416,277 | 3 | 0 | 0 | 0.0% |